Insights
Articles & Insights
Estate Tax Strategies in the Shadow of the Election
Estate Tax Strategies – Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017 was passed, the federal estate tax exclusion was raised to over $11 million per person (over $22 million for a married couple). For the vast...
Parsing the Policies
Parsing the Policies – What if One Party Sweeps the Election?Oct 15, 2020 During the first two years of President Trump’s current term, he enjoyed Republican control of both the House and the Senate (during which time he passed the Tax Cuts and Jobs Act). President...
Legislative Updates to Charitable Giving
Legislative Updates to Charitable Giving May 29, 2020 This post is a continuation of our series on recent legislative changes, with an update on charitable giving. There were important changes made to the tax rules on charitable gifts both in the 2017 Tax Cuts and...
Market Commentary
Q2 2023 Market Commentary
Plum Street Advisors 2023 Q2 Commentary During the second quarter of 2023, the market continued its rebound from 2022’s declines. The foundations of the economy continued to stabilize as price and interest rate increases leveled off, while at the same time investor...
Q1 2023 Market Commentary
Plum Street Advisors 2023 Q1 Commentary The first quarter was one of those times when the newspaper headlines and the market’s returns seemed to tell two entirely different stories. Not to minimize the potential risks of the banking crisis, as we’ll discuss later in...
Q4 2022 Market Commentary
Plum Street Advisors 2022 Q4 Commentary 2022 was a dramatic year in many ways. Russia invaded Ukraine in February, the Supreme Court overturned Roe v. Wade in June, and elections in November unexpectedly led to a split Congress. The dramatic news in financial...
Chart Books
Q1 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q4 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q2 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...